HubSpot + Leadmonk

TABLE OF CONTENTS

• What can the integration do?
• Installation
• The HubSpot integration has the following default behavior
• How to disconnect Leadmonk from HubSpot
• Troubleshooting

By integrating Leadmonk with HubSpot, you can automatically create or update contacts and activities in HubSpot as meetings are scheduled. This helps to keep your CRM up-to-date. This automation helps to save your sales representative’s time on admin tasks so they can focus on building relationships with customers.

What can the integration do?

When a Leadmonk meeting is scheduled or canceled, HubSpot will:

• Create contacts
• Create and update activities

Installation

Note: You must be a Leadmonk owner or admin to authenticate HubSpot for your organization and you must be on a Professional subscription plan and above.

Steps to connect HubSpot to your Leadmonk account

1. Go to the Integrations page in the Leadmonk app.
2. Look for HubSpot and Click Configure button.
        
3. On the HubSpot Integration page, click Configure button to authenticate and connect.
4. Select Connect App.

The HubSpot integration has the following default behavior

Contacts:

• When an event is scheduled, HubSpot will search for the Leadmonk invitee's email in HubSpot.
• If HubSpot does not find a matching contact, then HubSpot will create a new contact, using the Leadmonk invitee's name and email.
• If HubSpot does find a matching contact, HubSpot will not update their contact properties (such as the contact owner and custom responses). However, HubSpot will update the contact's activity details.

Activities:

When an invitee schedules a meeting, a new activity will be created with the following:

• Type: Meeting
• Meeting Name
• Owner
• Contact
• Event Duration
• Attendee count

The title will have the format Meeting-Leadmonk: {Event name}.

Note: Leadmonk's integration does not interact with HubSpot's Meeting tool. Leadmonk meetings will not show under HubSpot's Meeting tool.

Making changes to events:

When an event is canceled or rescheduled by either party, the activity will be updated and both parties will be notified. Canceled events will update the activity as [Canceled] <event name> in HubSpot. The activity does not disappear, giving you a complete history of activity for the account.

If you make changes to the date or duration of a scheduled meeting within HubSpot, these changes will not reflect in Leadmonk.

How to disconnect Leadmonk from HubSpot

Step 1: Disconnect in Leadmonk

1. Go to the Integrations page in the Leadmonk app.
2. Select HubSpot.
3. Select Disconnect.
    

Once disconnected, Leadmonk will no longer pass scheduled events information to HubSpot. 

Step 2: Uninstall the Leadmonk app in HubSpot

Follow the steps below, or consult HubSpot's Disconnect Apps from HubSpot, to uninstall the Leadmonk app.

1. In your HubSpot account, select the Marketplace icon in the main navigation bar.
2. Under Manage, select Connected apps.
3. In the Leadmonk app, select Actions, and select Uninstall.
   
4. Type uninstall then select uninstall.

Note: Uninstalling the Leadmonk app in HubSpot will not delete any existing Leadmonk data in HubSpot. If you'd like to delete custom properties, proceed to the next step.

Troubleshooting

I have duplicate events 

Duplicate events may occur on your Google or Outlook calendar calendar if you are using both Leadmonk's calendar sync and HubSpot's calendar sync. To prevent this from happening, you may choose to turn the HubSpot calendar sync off. Note that doing so will impact all events in HubSpot, not only Leadmonk events.

You may also notice duplicate events in your HubSpot instance if you're using both Leadmonk's Zoom integration and HubSpot's Zoom integration.

Events for all users and teams in my Leadmonk organization are syncing to HubSpot

By default, all scheduled events for all team members in your Leadmonk organization will sync to HubSpot. If you want to filter the events or users that sync to HubSpot, consider using Zapier's Filter app.